How to read the Region Chart
The region feature provides the user with several tabs to investigate the assets contained within. Map – this tab will provide the visual distribution of the assets from the existing portfolios captured in the region within past 24 hours. Policies – The system presents a tabular view that includes a comprehensive list of all assets […]
How to Delete a Region
1. Click Search Regions on the sidebar and navigate to the Region you wish to delete2. In the Details box, click Delete
How to export policies currently in Region
1. Click on the Search Regions button on the sidebar and go to the region you wish to see 2. Select the Policies tab 3. Click the Export to Excel button a. Optionally you can first filter by portfolio before exporting
How to filter region policies
1. Click the Search Regions button on the sidebar and either select the region you want or all regions 2. Next to Filters you can find Portfolios and select the filter you want
How to change or add a Rule Set to Region
On the lefthandside menu, click on the Manage Rules menu, and either select an existing rule to edit it, or select All rules to visualize them and select the one of interest. Select a rule and click on edit to add or remove from the existing features such as: The user can add from existing […]
How to make an Exclusion Region
1. Have a Ruleset ready in place (see Ruleset article for help) 2. Go to the Search Regions section on the sidebar and either select an existing region to edit or create a new one 3. Set the region type as “Exclusion Region” 4. Select your pre-made ruleset in the Ruleset dropdown 5. Click Save […]
How to edit region polygon
1. Click Search Regions on the sidebar and select the region you wish to edit 2. Under the details box, click Edit 3. Select the Edit Layers button on the map a. If you wish to delete an area select the Delete Layers button 4. Redraw the area as needed 5. Click Save once finished
How to Create a Region
1. Click the Search Regions button on the sidebar 2. Select New Region at the bottom 3. Fill in the on-screen form with Name, Value Threshold, Region Type, Region Group, Region History Valuation and add HRA, Port, Country and Sea as needed 4. Use the map tools to select areas of interest a. You can […]